Plan Snapshot
- Plan Sponsor: Community Based Services, INC.
- Sponsor EIN: 133070655
- Sponsor Address: 3 FIELDS LANE, NORTH SALEM, NY, 105601057
- Plan Type: 401(k)
- Total Participants: 445
- Total Assets: $11.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 445 | $11.7M | $500,000 | $500,709 |
| 2023 | 400 | $10.7M | $508,122 | $507,289 |
| 2022 | 417 | $9.3M | $530,500 | $447,264 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| LEHMAN FLYNN VOLLARO NY CPA'S PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEHMAN FLYNN VOLLARO NY CPA'S PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $9,836 | — | — | — | — |
| 2023 | $10,735 | — | — | — | — |
| 2022 | $8,632 | — | — | — | — |